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KFS
Kelly Financial Services’s
IQVIA
IQV
Stock Holding History
Kelly Financial Services’s Portfolio
IQV Stock Details
IQV Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
–
Sell
-22
Closed
-$6.21K
–
692
2021
Q4
$6.21K
Hold
22
–
–
﹤0.01%
407
2021
Q3
$5.27K
Sell
22
-5,309
-100%
-$1.34M
﹤0.01%
410
2021
Q2
$22K
Buy
5,331
+5,309
+24,132%
+$1.23M
﹤0.01%
541
2021
Q1
$4.25K
Hold
22
–
–
﹤0.01%
419
2020
Q4
$3.94K
Hold
22
–
–
﹤0.01%
401
2020
Q3
$3.47K
Hold
22
–
–
﹤0.01%
379
2020
Q2
$3.12K
Hold
22
–
–
﹤0.01%
390
2020
Q1
$2.37K
Hold
22
–
–
﹤0.01%
373
2019
Q4
$3.4K
Hold
22
–
–
﹤0.01%
354
2019
Q3
$3.29K
Hold
22
–
–
﹤0.01%
342
2019
Q2
$3.54K
Buy
+22
New
+$3.09K
﹤0.01%
321
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
LP
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$7.06B AUM
3.43%
1-Year Est. Return
FCM
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San Francisco, California
$17.5B AUM
50.95%
1-Year Est. Return
Lazard Asset Management
New York
$60.8B AUM
22.47%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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